The bulk of first quarter RIA M&A occurred in January, contributing to a record quarter, but activity has since slowed down, according to DeVoe & Company.
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
David Booth, co-founder of quant giant Dimensional Fund Advisors, is finding a receptive audience for his belief that value investing will win out in the long haul -- just like the academics said it would.
